证券日报网讯友讯达9月19日在互动平台回答投资者提问时表示，公司有充电桩相关的智慧能源解决方 案和产品，可实现计量，采集，通信，协同控制等功能。 （文章来源：证券日报） ...

证券日报网讯友讯达9月18日在互动平台回答投资者提问时表示，截至2025年9月10日，公司股东人数为 15，215户。 （文章来源：证券日报） ...

Company Overview - Shenzhen Youxunda Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on September 4, 2002. The company went public on April 26, 2017 [2] - The main business involves the production and sales of wireless sensing network technology (CFDA) communication modules for electric meters, collectors, and concentrators, along with embedded communication modules for smart water, gas, and heat meters [2] - The revenue composition includes: electric meters 46.01%, power terminal products 27.68%, wireless network products 18.59%, and others 7.73% [2] Stock Performance - As of September 18, the stock price decreased by 2.01% to 14.12 CNY per share, with a total market capitalization of 2.824 billion CNY [1] - Year-to-date, the stock price has dropped by 0.14%, with a decline of 1.26% over the last five trading days and 3.02% over the last 20 days, while it has increased by 8.03% over the last 60 days [2] - The trading volume on September 18 was 47.5256 million CNY, with a turnover rate of 2.07% [1] Financial Performance - For the first half of 2025, the company reported a revenue of 380 million CNY, a year-on-year decrease of 25.34%, and a net profit attributable to shareholders of 53.6165 million CNY, down 38.25% year-on-year [2] - Since its A-share listing, the company has distributed a total of 190 million CNY in dividends, with 130 million CNY distributed over the last three years [3] Shareholder Information - As of September 10, the number of shareholders increased to 15,200, up by 2.52% from the previous period, with an average of 10,532 circulating shares per shareholder, a decrease of 2.46% [2]

Investment Rating - The report maintains an "Overweight" rating for the electric equipment and new energy industry [2] Core Insights - The report highlights the issuance of the "New Energy Storage Scale Construction Special Action Plan" by the National Development and Reform Commission and the National Energy Administration, aiming for a new energy storage capacity of over 180 million kilowatts by 2027, with direct investment of approximately 250 billion yuan [5][36] - The electric equipment sector has shown strong performance, with a 28.39% increase year-to-date, outperforming the CSI 300 index by 12.81 percentage points [12][18] - The report suggests focusing on leading inverter companies that benefit from the development of new energy storage technologies [40] Market Review - As of September 11, 2025, the electric equipment industry has risen by 11.64% over the past two weeks, ranking first among 31 industries [12] - The wind power equipment sector increased by 0.35%, while the photovoltaic equipment sector rose by 13.34% [18] - The battery sector saw a significant increase of 19.50% in the same period [18] Valuation and Industry Data - The electric equipment sector's PE (TTM) is 31.61 times, with sub-sectors like the motor sector at 61.67 times and photovoltaic equipment at 25.19 times [25] - The report provides detailed valuation metrics for various sub-sectors, indicating a strong market position for electric equipment [25] Industry News - The report discusses the "Electric Equipment Industry Steady Growth Work Plan (2025-2026)" aimed at improving equipment supply quality and promoting high-quality development of new energy equipment [36] - It also mentions the ongoing efforts to enhance the acceptance and regulation capabilities of the grid for clean energy [36] Company Announcements - The report includes various company announcements, such as the completion of registration procedures by Xidian New Energy in Thailand and significant contract wins by Youxunda [38] Weekly Perspective - The report emphasizes the importance of the new energy storage plan and its implications for the electric equipment sector, suggesting that companies with advanced technology and scale in inverter production should be closely monitored [39][40]

Group 1 - China Shipbuilding has completed the share swap absorption merger with China Shipbuilding Industry Corporation, with 3.053 billion new shares listed on September 16, 2025 [1] - Transsion Holdings' shareholder plans to transfer 2% of the company's shares, amounting to approximately 22.807 million shares [1] Group 2 - Chipone Technology reported a record high in new orders from July 1 to September 11, 2025, totaling 1.205 billion yuan, with AI computing orders accounting for about 64% [2] - Chipone Technology's total order amount reached 3.025 billion yuan by the end of the second quarter of 2025, indicating a significant increase [2] Group 3 - Chipone Technology plans to acquire 97.0070% equity of Chipai Technology through a combination of share issuance and cash payment, with the stock resuming trading on September 12 [3] Group 4 - Xinjun Network received a notice of share reduction from its major shareholder, Shanghai Senxiao Investment Center, which reduced its holdings by 1.6271 million shares, bringing its ownership down to 5.29% [4] Group 5 - Yangjie Technology intends to acquire 100% equity of Better Electronics for 2.218 billion yuan, with a profit commitment of no less than 555 million yuan from 2025 to 2027 [5] Group 6 - Shoukai Co. announced that its subsidiary, Yingxin Company, indirectly holds approximately 0.3% equity in Yushu Technology, indicating a low ownership stake [6] Group 7 - Xiamen Airport reported a total passenger throughput of 2.707 million in August, representing a year-on-year increase of 5.18% [9] - *ST Tianshan experienced a significant decline in livestock sales revenue, down 95.80% year-on-year in August [9] Group 8 - Taihe Intelligent's shareholder plans to transfer 5.79% of the company's shares to Sunshine New Energy [9] - Jilin Expressway's subsidiary won a construction project worth 9.592 billion yuan [9] - Tianyong Intelligent secured a project with SAIC Group for engine assembly line renovation [9]

智通财经APP讯，友讯达(300514.SZ)发布公告，近日，公司收到了招标代理机构南方电网供应链集团有 限公司发来的《中标通知书》，招标项目：南方电网公司2025年计量设备第一批框架招标项目(招标编 号：CG2700022002051852)，中标金额约1.61亿元。 ...

友讯达（300514）(300514.SZ)发布公告，近日，公司收到了招标代理机构南方电网供应链集团有限公 司发来的《中标通知书》，招标项目：南方电网公司2025年计量设备第一批框架招标项目(招标编号： CG2700022002051852)，中标金额约1.61亿元。 ...

友讯达9月11日晚间公告，公司近日收到招标代理机构南方电网供应链集团有限公司发来的《中标通知 书》，中标南方电网公司2025年计量设备第一批框架招标项目，中标金额约为1.61亿元。 ...

格隆汇9月11日丨友讯达(300514.SZ)公布，2025年9月1日，中国南方电网有限责任公司在其供应链统一 服务平台发布了《南方电网公司2025年计量设备第一批框架招标项目中标公示》（招标编号： CG2700022002051852），公司为上述招标项目中标候选人，预中标金额约为人民币1.61亿元。近日， 公司收到了招标代理机构南方电网供应链集团有限公司发来的《中标通知书》。 ...

Core Viewpoint - The company has received a bid notification for the first batch of metering equipment framework tender project from Southern Power Grid Company for 2025, with a bid amount of approximately 161 million RMB, which represents 15.90% of the company's audited revenue for 2024 [1] Group 1 - The bid amount of approximately 161 million RMB is expected to have a positive impact on the company's operations and performance in 2025 [1] - This successful bid reflects the company's competitive advantages and recognition of its overall strength [1] - The project is likely to enhance the company's market share and brand influence in the power industry [1]